The Dallas Fort Worth Area IMA Chapter will meet Thursday, February 20th at the DoubleTree by Hilton Dallas Near the Galleria,
4099 Valley View Lane, Dallas
- 5:15 PM Registration for Professional Development Session
- 5:30 PM Professional Development Session
Topic: Federal Income Tax with State and Local Tax Update on Wayfair
Speakers: Jason Lunte, CPA, Senior Manager, Tax Services, RSM US LLP and Melissa Wofford, Principal, Tax Services, RSM US LLP
- 6:20 PM Registration for Technical Session and Networking
- 6:45 PM Dinner
- 7:20 PM Announcements
- 7:30 PM Technical Session
Topic: International Tax Hot Topics
Speakers: Tinashe Chiwanga, Supervisor International Tax Services, RSM US LLP, and Kaylene Rudolph, Supervisor, International Tax Services, RSM US LLP
- 8:20 PM Adjournment
Two (2) CPE hours for both CMAs and CPAs are provided. Attendees
must sign in and out and be present for the presentation in order to receive CPE credit. CPE certificates will be sent in an email to those who have met the requirements.
Dallas Fort Worth Area IMA is a registered CPE sponsor with the Texas State Board of Public Accountancy (TSBPA). This registration does not constitute an endorsement by the board as to the quality of our CPE program.
Registration by 12:00 Noon, Monday, February 17th
- Cancellation, please e-mail reservations@dallasima.com as soon possible. Refunds will not be made for cancellations made after 12:00 noon on Monday, February 17th. If you do not cancel prior to the deadline, you will not receive a refund for the event. You may alternatively send someone in your place by notifying reservations@dallasima.com.
Cost - Dinner Meeting
- $37 members with reservations and payment by 12:00 Noon, February 17th, and $42 for registration after the deadline and/or payment at the door
- $45 guests with reservations and payment made by 12:00 Noon, February 17th, and $50 for registration after the deadline and/or payment at the door
- $20 students with reservations and payment made by 12:00 Noon, February 17th, and $25 for registration after the deadline and/or payment at the door
- Payment - Cash or check only at the door or in advance by credit card at https://dfw.imanet.org/events/recentcommunityeventsdashboard
Menu
Information
Professional Development Session Topic: Federal Income Tax with state and local tax Update on Wayfair
Speakers: Jason Lunte, CPA, Senior Manager, Tax Services, RSM US LLP and Melissa Wofford, Principal, Tax Services, RSM US LLP
Objectives:
- Changes in sales and use taxes as the result of the Supreme Court's decision in Wayfair
- Expanding use of economic nexus by states over physical presence
Prerequisites: None
This program will consist of a presentation, requiring no advance preparation.
About the Speakers:
Jason Lunte joined RSM (through a predecessor firm) in 2005 as a member of the financial services department focusing on hedge funds, fund of funds, proprietary trading firms and private equity funds.
During 2008-2011, he worked at a global financial services firm where he supervised the preparation and review of tax returns and workpapers, including K-1 preparation and allocation issues. He also handled issues in the areas of carried interests, income tax accounting and state taxation.
In October 2011, Jason rejoined RSM in the financial services department. He is experienced in providing tax and consulting services to hedge funds, fund of funds and private equity funds as well as other seasoned areas such as Foreign Account Tax Compliance Act compliance. Jason also contributes articles to the Journal of Pass-through Entities and the Illinois CPA Society. He frequently conducts internal training sessions on topics including partnership taxation, hedge fund tax allocations, and taxation of financial instruments. He actively stays up-to-date on current changes in tax law and helps ensure that clients are aware of changes that may impact their business.
Professional affiliations and credentials
- Certified public accountant
- American Institute of Certified Public Accountants
- Texas Society of Certified Public Accountants
- Illinois CPA Society’s Flow-Through Entity Taxation Committee, former member
Education
- Bachelor of Science, accountancy, cum laude, Illinois State University
- Master of Science in Taxation with distinction, DePaul University
Technical Session
Topic: - International Tax Hot Topics
Speakers: Kaylene Rudolph, Supervisor, International Tax Services, RSM US LLP andTinashe Chiwanga, Supervisor, International Tax Services RSM US LLPObjectives:
- Understand impact new rules on the following items:
- Sourcing rules on Foreign Tax Credit (FTC)
- High Tax Exception (HTE) election
- Foreign-Drived Intangible Income (FDII)
- Global Intangible Low-Taxed Income (GILT)
- Section 962 election
Prerequisites: None
This program will consist of a presentation, requiring no advance preparation.
About the Speakers:
Kaylene Rudolph is a Supervisor in the RSM International Tax Services group. She has experience with RSM serving primarily multinational manufacturing, agribusiness, technology and professional service based companies. Kaylene has collaborated with clients on various structural and operational matters relating to their foreign operations. Such services have included:
- Global structuring and acquisition planning
- Foreign tax credit planning
- Subpart F planning
- Section 951A Global Intangible Low-Taxed Income (GILTI)
- Section 250 Foreign-Derived Intangible Income (FDII)
- Section 163(j) Interest expense limitation
- Interest charge domestic international sales corporation (IC-DISC)
Professional affiliations and credentials
- Certified Public Accountant (CPA) – Licensed in Texas and North Dakota
- American Institute of Certified Public Accountants (AICPA)
- Texas Society of Certified Public Accountants
Education
- Bachelor of Science in Accounting, North Dakota State University
- Masters of Accountancy, North Dakota State University
Tinashe Chiwanga is a supervisor in the RSM international tax services practice. He focuses on tax compliance and consulting on global tax matters. He has 11 years of tax consulting experience.
Prior to joining RSM, Tinashe was consulting with a local firm in Dallas. Tinashe has experience working with clients across several industries to include technology, industrial products and professional service–based companies. Some of the services performed include:
- Global structuring and acquisition planning
- Repatriation planning
- Foreign tax credit planning
- Global ASC 740 provisions
- Subpart F and Sec. 956 planning
Professional affiliations and certifications
- Certified Public Accountant
- Texas Society of Certified Public Accountants
Education
- Bachelors of Business Administration, Accounting, Angelo State University
- Masters of Business Administration, Accounting, Angelo State University